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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,208-100.0% | $98,920-100.0% | $79,852-100.0% |
| Participation rate | 0.0% | 72.5%-72.5pp | 76.0%-76.0pp | 69.6%-69.6pp |
| Annual return | 17.78% | 60.99%-43.2pp | 196.47%-178.7pp | 31.72%-13.9pp |
| Employer contribution / active EE | $701 | $1,960-64.2% | $2,689-73.9% | $2,471-71.6% |
| Participant deferral / active EE | $2,702 | $3,265-17.2% | $4,245-36.3% | $3,740-27.8% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,643-100.0% | $5,306-100.0% |